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市場調查報告書
商品編碼
1935016
微處理器市場-全球產業規模、佔有率、趨勢、競爭格局、機會和預測:按類型、架構、技術格局、最終用戶、地區和競爭情況分類,2021-2031年Microprocessor Market - Global Industry Size, Share, Trends, Competition, Opportunity, and Forecast, Segmented By Type, By Architecture, By Technology Outlook, By End User, By Region & Competition, 2021-2031F |
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全球微處理器市場預計將從 2025 年的 1,091.5 億美元成長到 2031 年的 1,631.6 億美元,複合年成長率為 6.93%。
該市場由基於單一整合電路的中央處理器 (CPU) 組成,這些 CPU 是各種系統(從個人電子設備到資料中心)的主要計算引擎。市場成長的根本促進因素是對高效能運算 (HPC) 基礎設施日益成長的需求,以及處理複雜人工智慧工作負載所需的強大處理能力。世界半導體貿易統計 (WSTS) 於 2025 年 12 月發布的《2025 年秋季預測》也印證了這一觀點,該預測指出,微處理器產品類型在 2025 年將實現 8% 的同比成長,反映出整個計算行業的強勁需求。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 1091.5億美元 |
| 市場規模:2031年 | 1631.6億美元 |
| 複合年成長率:2026-2031年 | 6.93% |
| 成長最快的細分市場 | 桌上型微處理器 |
| 最大的市場 | 北美洲 |
然而,地緣政治緊張局勢加劇,導致全球供應鏈中斷,這項擴張面臨許多重大障礙。對先進製造設備的嚴格出口管制和貿易限制阻礙了關鍵技術的跨境流動,推高了生產成本,並使生產力計畫更加複雜。這種法規環境為製造商帶來了不確定性,並抑制了對維持快速創新至關重要的國際合作,而這種快速創新對於開發下一代製程節點至關重要。
人工智慧 (AI) 和機器學習技術的快速普及是全球微處理器市場的主要驅動力。企業正積極升級基礎設施以支援大規模語言模型和生成式 AI 工作負載,這需要具備卓越並行處理能力和更高能源效率的處理器。這種轉變推動了資料中心對專用高速運算單元的需求激增,這些單元擴大與傳統 CPU 配合使用,以高效能邏輯來管理複雜的訓練和推理任務。例如,NVIDIA 在 2024 年 11 月發布的「2025 會計年度第三季財務業績」中報告稱,資料中心收入達到創紀錄的 308 億美元(同比成長 112%),凸顯了先進微處理器在滿足現代 AI 應用所需的計算強度方面發揮的關鍵作用。
同時,企業對高效能運算(HPC)日益成長的需求正在改變市場動態,並推動高階晶片製造的發展。雲端服務供應商正在部署大規模超大規模叢集來管理大量資料集,使HPC成為半導體製造商的主要收入來源。這種結構性轉變在製造業績效中得到了清楚的展現。根據台積電於2024年10月發布的《2024年第三季財務報告》,HPC平台佔總收入淨額的51%,超過了智慧型手機相關收入。這種基礎設施的擴張與產業整體復甦趨勢相符。根據半導體產業協會(SIA)2025年的預測,2024年全球半導體銷售額將達到6,276億美元,年增19.1%,這印證了底層硬體市場的穩健成長動能。
不斷升級的地緣政治摩擦及其導致的全球供應鏈中斷,是全球微處理器市場成長的重大障礙。對先進製造設備實施嚴格的貿易限制和出口管制,從根本上破壞了該行業高度整合的生態系統。這些限制性措施阻礙了關鍵技術的跨境流動,迫使製造商在國內複製複雜的供應鏈,而不是利用高效的全球網路。這種碎片化導致生產成本上升、營運效率下降,直接侵蝕利潤率,並延緩高效能運算所需的新一代製程節點的推出。
這種限制性貿易環境的具體影響體現在製造業設備資本支出成長放緩。根據SEMI預測,截至2025年3月,全球前端晶圓廠資本支出預計將達1,100億美元,年增率僅2%。儘管人工智慧晶片的需求激增,但這一成長速度仍然疲軟,顯示出口管制有效地抑制了產能擴張。因此,由於產能擴張能力有限,市場難以滿足整個計算行業不斷成長的需求。
基於晶片組的模組化設計興起,標誌著晶片製造方式從單晶片製造發生了根本性轉變,並為解決製程節點產量比率帶來的良率限制提供了方案。製造商將處理器分割成多個小模組,並利用先進的3D封裝技術將它們連接起來,從而實現不同節點製造的組件的異質整合。這種策略在最佳化生產成本的同時,也提升了複雜邏輯的效能。例如,SK海力士於2024年4月宣布與印第安納州達成先進晶片封裝投資協議,承諾投資約38.7億美元在美國建造先進封裝製造工廠,以支援下一代人工智慧產品。
RISC-V開放原始碼架構的快速普及正在重塑市場格局,因為它提供了一種無需支付版稅即可取代專有架構的方案。設計人員正在利用 RISC-V 為從嵌入式感測器到資料中心等各種工作負載建立客製化內核,同時避免了高昂的授權費用。該架構允許公司修改指令集以適應特定任務,從而顯著降低了開發門檻。這種轉變的規模正在加速。根據 RISC-V International 於 2024 年 12 月發布的報告《RISC-V 2024:全球成長與創新之年》,目前已有超過 20 億個系統晶片(SoC) 採用 RISC-V 內核,這證實了該技術正迅速從利基實驗階段過渡到主流部署階段。
The Global Microprocessor Market is projected to expand from USD 109.15 Billion in 2025 to USD 163.16 Billion by 2031, registering a CAGR of 6.93%. This market consists of central processing units (CPUs) built on single integrated circuits, acting as the primary computational engines for systems ranging from personal electronics to data centers. Market growth is fundamentally driven by the escalating demand for high-performance computing (HPC) infrastructure and the necessity for superior processing capabilities to handle complex artificial intelligence workloads. Supporting this outlook, the World Semiconductor Trade Statistics (WSTS) Fall 2025 forecast released in December 2025 anticipates that the microprocessor product category will achieve an 8 percent year-over-year growth rate in 2025, reflecting robust demand across the broader computing sector.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 109.15 Billion |
| Market Size 2031 | USD 163.16 Billion |
| CAGR 2026-2031 | 6.93% |
| Fastest Growing Segment | Desktop Microprocessor |
| Largest Market | North America |
However, this expansion encounters significant obstacles due to rising geopolitical tensions and the consequent fragmentation of global supply chains. Stringent export controls and trade restrictions on advanced manufacturing equipment obstruct the cross-border movement of essential technologies, thereby increasing production costs and complicating capacity planning. This regulatory atmosphere creates uncertainty for manufacturers and hampers the international collaboration necessary to sustain the rapid technological innovation required for developing next-generation process nodes.
Market Driver
The rapid adoption of Artificial Intelligence and Machine Learning technologies acts as the primary catalyst for the Global Microprocessor Market. Enterprises are aggressively updating infrastructure to accommodate large language models and generative AI workloads, necessitating processors with superior parallel processing abilities and energy efficiency. This shift has triggered a surge in demand for specialized accelerated computing units within data centers, where traditional CPUs are increasingly supplemented with high-performance logic to manage complex training and inference tasks. For instance, NVIDIA reported in November 2024, within its 'Financial Results for Third Quarter Fiscal 2025', that data center revenue hit a record $30.8 billion-a 112 percent increase from the previous year-highlighting the vital role of advanced microprocessors in enabling the computational intensity required for modern AI applications.
Simultaneously, the growing necessity for High-Performance Computing (HPC) in enterprise sectors is transforming market dynamics and driving high-end chip fabrication. Cloud service providers are deploying massive hyperscale clusters to manage extensive datasets, positioning HPC as a major revenue driver for semiconductor manufacturers. This structural transition is evident in manufacturing outputs; according to TSMC's 'Third Quarter 2024 Earnings Report' from October 2024, the HPC platform contributed 51 percent of total net revenue, surpassing smartphone-related income. This infrastructure expansion aligns with a broader industry recovery, as the Semiconductor Industry Association (SIA) reported in 2025 that global semiconductor sales for 2024 totaled $627.6 billion, a 19.1 percent increase over the prior year, confirming the strong trajectory of the underlying hardware market.
Market Challenge
Escalating geopolitical friction and the resulting fragmentation of global supply chains pose a formidable barrier to the Global Microprocessor Market's growth. The enforcement of strict trade restrictions and export controls on advanced manufacturing equipment fundamentally disrupts the industry's highly integrated ecosystem. By blocking the cross-border flow of critical technologies, these regulatory measures compel manufacturers to replicate complex supply chains domestically rather than utilizing efficient global networks. This fragmentation leads to increased production costs and operational inefficiencies, which directly erode profit margins and delay the rollout of next-generation process nodes required for high-performance computing.
The tangible impact of this restrictive trade environment is reflected in dampened capital expenditure trends for manufacturing equipment. According to SEMI, in March 2025, global fab equipment spending for front-end facilities was projected to grow by only 2 percent year-over-year to 110 billion dollars. This modest growth figure, occurring despite the surging demand for AI-capable chips, illustrates how export controls are effectively throttling capacity expansion. Consequently, the market is hampered by a restricted ability to scale manufacturing operations swiftly enough to meet the escalating requirements of the broader computing sector.
Market Trends
The rise of chiplet-based modular designs represents a structural transition from monolithic manufacturing, offering a solution to the yield limitations of shrinking process nodes. Manufacturers are disaggregating processors into smaller blocks connected via advanced 3D packaging, allowing for the heterogeneous integration of components built on distinct nodes. This strategy optimizes production costs while improving performance for complex logic. Highlighting the investment in this area, SK Hynix, according to its April 2024 announcement regarding an investment agreement for advanced chip packaging with Indiana, committed an estimated 3.87 billion dollars to construct an advanced packaging fabrication facility in the United States to support next-generation AI products.
The rapid adoption of the RISC-V open-source architecture is also reshaping the market by providing a royalty-free alternative to proprietary models. Designers are using RISC-V to build customized cores for workloads ranging from embedded sensors to data centers, bypassing restrictive licensing fees. This architecture allows companies to modify instruction sets for specialized tasks, significantly lowering development barriers. The scale of this transition is accelerating; according to RISC-V International's December 2024 report 'RISC-V 2024: A Year of Global Growth and Innovation', over 2 billion System-on-Chips are now utilizing RISC-V cores, confirming the technology's rapid shift from niche experimentation to mainstream deployment.
Report Scope
In this report, the Global Microprocessor Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Microprocessor Market.
Global Microprocessor Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: